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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,286 | $52,967-52.3% | $172,753-85.4% | $65,186-61.2% |
| Participation rate | 57.1% | 66.2%-9.1pp | 82.6%-25.5pp | 70.2%-13.1pp |
| Annual return | 22.72% | 30.12%-7.4pp | 803.00%-780.3pp | 29.39%-6.7pp |
| Employer contribution / active EE | $739 | $2,190-66.3% | $5,144-85.6% | $2,177-66.1% |
| Participant deferral / active EE | $1,542 | $2,471-37.6% | $5,198-70.3% | $3,514-56.1% |
| Admin fee / account holder | $5 | $472-98.8% | $13,956-100.0% | $847-99.4% |